Recall the IPS guardrails that govern objectives, constraints, allocation, monitoring, and exceptions.
battlecard OCAME What five IPS guardrails should you recall before a portfolio exception? Objective, constraints, allocation, monitoring, exceptions IPS memory hook Policy review or market reaction? Compare Use the IPS to decide whether the request belongs in implementation or policy. The client says: I know the IPS says rebalance, but selling winners feels wrong. Use when a winner has pushed the portfolio outside its risk band. Your line The winner did its job. Rebalancing does not say it is bad; it says your total risk has moved beyond the range we agreed to manage. Do not argue that the client…
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